← All themes Data Centers & Digital Infrastructure

Interconnect & Colocation

Colocation and interconnect providers rent space, power, and direct network connections to tenants who do not want to build their own facilities. Their value comes from the density of networks meeting in one building.

19 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
201
RIM
Rainier Investment Management
Washington
$21.4M -$6.54M 1 1.38% Reduced
202
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$21.1M +$409K 4 2.2% Increased
203
TCM
Tensile Capital Management
California
$21M -$1.85M 1 4.74% Reduced
204
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$21M -$21.3M 2 0.37% Reduced
205
Aperio Group
Aperio Group
California
$20.9M +$1.97M 5 0.15% Increased
206
SM
Selkirk Management
New Jersey
$20.7M $0 1 12.72% Maintained
207
DL
Delta Lloyd
Netherlands
$20.4M +$1.87M 3 0.63% Increased
208
AIG
American International Group
New York
$20.1M +$205K 4 0.08% Increased
209
Fred Alger Management
Fred Alger Management
New York
$20M +$2.74M 2 0.1% Increased
210
WBC
Westpac Banking Corp
Australia
$19.6M -$1.6M 4 0.21% Reduced
211
APG Asset Management
APG Asset Management
Netherlands
$19.4M $0 3 0.03% Maintained
212
Manning & Napier Advisors
Manning & Napier Advisors
New York
$19.4M +$3.6M 2 0.12% Increased
213
VSI
Verde Servicos Internacionais
Brazil
$19.2M +$11.1M 1 1.98% Increased
214
Sentry Investments
Sentry Investments
Ontario, Canada
$18.9M +$7.97M 1 0.16% Increased
215
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$18.6M +$4.99M 2 0.27% Increased
216
Comerica Bank
Comerica Bank
Texas
$18.5M +$2.6M 4 0.16% Increased
217
NA
Navellier & Associates
Nevada
$18.4M +$2.2M 3 2.63% Increased
218
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$18.3M +$1.16M 4 0.46% Increased
219
LBIM
Land & Buildings Investment Management
Connecticut
$18.2M +$11.6M 1 4.64% Increased
220
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$17.6M +$7.1M 3 0.08% Increased
221
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$17.5M -$166K 1 0.12% Reduced
222
Capital International
Capital International
California
$17.5M $0 2 1.24% Maintained
223
QS Investors
QS Investors
New York
$17.3M -$829K 3 0.13% Reduced
224
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$17.2M -$1.48M 3 0.06% Reduced
225
Eagle Asset Management
Eagle Asset Management
Florida
$17.2M -$659K 2 0.12% Reduced